13H·

Yesterday's restructuring ⚙️

The following small positions were reversed:


$VOW (-0.48%) (3)

$DEZ (-2.34%) (25)


Newly included:


$FTNT (-0.78%) (10)


Increased:


$NOVO B (+8.79%) (9)


I wanted to tidy up my portfolio a bit, as these small positions were just bobbing around and I hadn't really thought through both investments.


I also wanted to take up a cybersecurity position.

22.12
Fortinet logo
Bought x10 at €68.99
€689.90
12
6 Comments

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Novo still perfectly topped up 😂
4
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@HamsterFrodo joa I'm still 15% in the red 😂
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@sakamotoo am also still down 25%. But I have been adding to the stock from time to time during the last dips. Had an entry price of €84 at the beginning and am now at €58
1
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@HamsterFrodo looks very similar for me. Fortunately, mine is now "only" €51. But Novo is also bought for the long term
2
Wouldn't okta or Palo be better off here?
1
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@Cossi good question, I looked at all the relevant companies and found many of them a bit too expensive
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